| Robert Foster | Plain Talk Financial Planning | Amesbury | Not listed | Percentage of assets, Hourly |
| Robert Mascali | Martha's Vineyard Investment Advisors | West Tisbury | Not listed | Percentage of assets, Hourly |
| Robert Rodriguez | Concordia Wealth Management | Concord | Not listed | Percentage of assets, Fixed fees |
| Robert Roy | MSA Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Whelan | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| Romahlo Wilson | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| Samanda Morales | Wellfin360 | Lynnfield | Not listed | Percentage of assets, Hourly |
| Samuel Webster | Signal Ridge Capital Partners | Framingham | Not listed | Percentage of assets, Hourly |
| Sara Thomson | Single Point Partners | Boston | Not listed | Fixed fees |
| Sean Walsh | Scarsdale Investment Group | Sharon | Not listed | Hourly, Fixed fees |
| Shawn Mauro | Livelife Capital Partners | Southborough | Not listed | Percentage of assets, Fixed fees |
| Shawn Tesoro | Prentice Wealth Management | Westborough | Not listed | Percentage of assets, Hourly |
| Stavros Kokkotos | Savvi Financial | Waltham | Not listed | Percentage of assets, Fixed fees |
| Stephen Colella | Snug Harbor Capital Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Stephen Gorman | Gorman Financial Management | Hingham | Not listed | Hourly, Fixed fees |
| Steven Dean | Baldwin Wealth Partners | Revere | Not listed | Percentage of assets, Fixed fees |
| Thomas Higgins | Balanced Rock Investment Advisors | Roslindale | Not listed | Percentage of assets, Hourly |
| Thomas Padovano | Exchange Place Advisors | Sudbury | Not listed | Percentage of assets, Hourly |
| Timothy Mortellite | Timothy Charles Financial | Lynnfield | Not listed | Percentage of assets, Hourly |
| Tucker Donahoe | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| William Furber | Park State Asset Management | Beverly | Not listed | Percentage of assets, Fixed fees |
| William Kemple | Savlan Wealth Partners | East Longmeadow | Not listed | Percentage of assets, Hourly |
| William Marvel | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| William Nickles | Yellow DOG Financial | Bolton | Not listed | Percentage of assets, Hourly |
| ZiJia Fu | IRC Wealth | Boston | Not listed | Percentage of assets, Fixed fees |